Phil Ruiz Email & Phone Number

Brentwood, Tn, Us

Oakland, California, Us

- Consistently exceeded sales targets by 220% year over year, driving revenue growth and profitability- Developed and implemented effective sales strategies resulting in an improvement of 310% average case size sold.- Recruited, hired, and led high-performance sales team, achieving 330% increase in overall team revenue.- Implemented a structured sales process, leading to 40% reduction in sales cycle time.- Developed and executed sales training programs, enhancing the team's product knowledge and sales skills, leading to 175% increase in conversion rates.- Implemented data-driven sales forecasting and reporting systems, providing actionable insights for informed decision-making, resulting in 80% improvement in sales forecasting accuracy.

Oakland, California, Us

- Ranked among the top sales performers and earned recognition for outstanding sales achievements including Top Salesperson in Enterprise for most revenue sold.- Consistently exceeded sales targets, driving 145% revenue growth year over year.- Implemented innovative sales techniques and methodologies, resulting in 140% improvement in Close Ratio year over year.- Collaborated with marketing teams to develop targeted sales campaigns, resulting in 115% increase in lead generation and conversion rates.

Oakland, California, Us

- Team has driven multi-million dollar savings plansfor the region including optimizing areas such as: technology, utilization management, sales, pharmacy and unit cost.- Lead efforts to transform sales and business development strategy into implementation which yields additional revenue above proposed financial targets.- Oversee and balance multiple projects by establishing and accomplishing realistic, yet aggressive profitability targets.- Research emerging trends in healthcare to influence strategic recommendations which are then turned into actionable, short-term insights. - Influence and advise Regional and National C-Suite with credible, independent and objective points of view.- Design, formalize and execute new business processes and workflows to maximize revenue opportunities.- Formally close out projects and process with negative or diminishing financial returns, and replace with system improvement and automation.- Lead cross-functional teams including senior leadership in multiple areas including finance, care delivery, sales, IT, marketing, human resources and compliance.

Oakland, California, Us

Accountability, management and leadership for the following:- Market Strategy Leader with P&L accountability for all Lines of Business (LOB)- Market Analytics and Business Performance including Pipeline Management- Short and Long-Term Membership Forecasting Including Scenario Planning - Profit & Loss Advisor for each Commercial Line of Business with Targeted Plans to Achieve Sustainable Revenue, Membership and Margin goals- Leader of Colorado’s Rate Setting Process for all LOBs Along with Finance and Actuarial Departments- Regional Leader for Analyzing Market Trends, Competitive Assessments by LOB and Identifying Changing Industry Trends and How They Impact Kaiser Permanente- Implement Successful Go To Market Commercial Strategies Leveraging Product Strategy, Market Research, and Marketing to Launch LOB Strategies- Lead Advisor to Vice President of Marketing, Sales and Business Development- Manage Top Performing Program Management Office for Marketing, Sales and Business Development

Oakland, California, Us

- Viewed as strategic thought leader in Sales and Account Management department by creating efficiency in end-to-end processes which focuses on sustainable membership and revenue growth.- Demonstrate advanced negotiation and communication skills with management across multiple departments including Sales, Account Management, Marketing, Sales Operations, Strategic Market Planning, Underwriting. - Provide line of business (LOB) expertise to Regional Leadership team on membership forecasting, LOB market/sales strategies, and competitive insights to outperform an aggressive marketplace.- Demonstrate advanced analytical, technical and consulting skills which results in fast, but accurate decision making on projects and business decisions.- Managed Account Management Team where each employee was empowered to manage their own block of business and accountable for their results. - Business and design lead for online renewal system technology for Colorado Region.- Year over year, our team exceeded retention rate goals and eclipsed historical retention rates.- Created never-before-seen transparency, reporting and accountability in Small Group line of business by building interactive dashboards and reports in our CRM, provided customized bonus reporting to motivate each employee and created and implemented Strategic Broker Plans.

Oakland, California, Us

- Exceeded retention sales target by partnering with Broker and Consulting firms to create customized business plans for each firm focused on their membership growth targets and unique sales strategies leveraging our portfolio of products.- Improved account management processes by creating custom reports including broker engagement strategy, book of business report, and renewal outreach report to proactively manage a brokerage firm’s entire book of business. - Successfully leveraged consulting experience to build strategic broker partnerships by assessing each firm’s needs and selling a different style of account management and customer service based on those needs.- Demonstrated ability to communicate with multiple positions, departments, and regions in order to maximize and improve operational effectiveness within the small group sales department.- Leverage coaching and mentoring for my team which has resulted in multiple promotions in various departments.

Rolling Meadows, Il, Us

- Crafted unique benefits and compensation programs tailored specifically to capture new business in the large group marketspace (100 or more employees).- Built and managed pipeline on SalesForce CRM to maximize prospecting opportunities and cultivate newly sold business.- Consulted with employers to help them overcome workforce challenges, competitive issues, financial considerations, compliance requirements and legal risks. - Leveraged services including Exchanges, Executive Benefits, Health & Welfare, Healthcare Analytics, Human Resources & Compensation, and Voluntary Benefits.- Partnered with counterparts to create a "one stop shop" for consulting services including Property & Casualty and Retirement Plans.

Woodland Hills, Ca, Us

- Sold premium-priced, CRM Software-as-a-Service (SaaS) marketing solutions to the Small & Medium Enterprise (SME) space in multiple cities across the SouthWest Region. - Leveraged a highly structured approach to qualify, prospect, and sell new business deals. - Actively retained sold business upon renewal with custom-created renewal packet.- Worked with “C” level executives to efficiently identify marketing opportunities based on when, where and how their customers look for and purchase their goods and services.- Managed internal & client resources to implement technology and strategy solutions seamlessly. - - Actively recruit, train & create growth strategies for qualified agency reseller partners.

Rolling Meadows, Il, Us

- Successfully managed small group (<100 employees) clients by leveraging our compliance, legal and HR consulting services typically only reserved for large clients.- Actively participated in open enrollment meetings, pre-renewal and renewal meetings directly with each client.- Created internal quote and renewal process for small group clients by building and managing robust analysis template, created innovative proposals, and built relationships with carriers including two separate Gallagher specific offerings. - Worked closely with underwriting department to set contribution strategies, interpret disruption and discount information on a self-funded and fully insured basis.

Chicago , Il , Us

- Exceeded monthly sales goals in a fast pace, competitive sales environment.- Managed call flow to effectively communicate benefits of insurance to customer.- Sold policies by building value and educating policyholders in order to retain business.- Demonstrated ability to comprehend and apply underwriting guidelines in 23 different states.